Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (10728)	8/27/2003 11:49:15 AM
From: Sam Citron	Read Replies (1) \| Respond to of 11057

All I can say is that autonomy is an expensive ideal. I can grow my own food if I choose to do so, but it will certainly distract me from opportunities that may present themselves in the market. We are an interdependent species that has learned to survive by trusting one another. In a complex and competitive world, it's best that I do what I am best at and leave the rest to others. The long term trend in American industry, as I read it, has been away from the vertical integration model toward a supply chain model, as exemplified by Dell. In the semi arena, the emergence of foundries has spawned a wonderfully productive fabless semiconductor industry. IP sharing is manageable in a supply chain. Protection can be built in contractually where trusted relationships have not yet formed.

To: Sarmad Y. Hermiz who wrote (10728)	8/27/2003 6:24:11 PM
From: Sam Citron	Respond to of 11057

Well, Sarmad. It was quite an after-hours session, up about a buck from the close and 2 bucks from your well-timed purchase yesterday. I missed the first 17 minutes of the call, which I will listen to later. But the tone and the guidance was distinctively positive, especially with the forecast that the acquisition would be accretive to earnings by 2004Q2.